Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OAKTOP CAPITAL MANAGEMENT II, L.P. (CIK 1550660) reported $1.34B across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LRCX ($480.6M, 35.86%), KLAC ($457.5M, 34.14%), ADI ($148.3M, 11.07%), AVGO ($112.3M, 8.38%), BMY ($29.1M, 2.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | $480.6M | 35.86% | 2.2M | Trimmed |
| 2 | KLAC | KLA CORP | $457.5M | 34.14% | 310,738 | Hold |
| 3 | ADI | ANALOG DEVICES INC | $148.3M | 11.07% | 466,196 | Hold |
| 4 | AVGO | BROADCOM INC | $112.3M | 8.38% | 362,760 | Hold |
| 5 | BMY | BRISTOL-MYERS SQUIBB CO | $29.1M | 2.17% | 479,991 | Hold |
| 6 | DELL | DELL TECHNOLOGIES INC | $21.4M | 1.60% | 130,619 | Hold |
| 7 | EGAN | EGAIN CORP | $21.1M | 1.57% | 2.7M | Hold |
| 8 | ASPN | ASPEN AEROGELS INC | $17.7M | 1.32% | 5.2M | Added |
| 9 | PINS | PINTEREST INC | $15.6M | 1.16% | 850,000 | Added |
| 10 | PRGS | PROGRESS SOFTWARE CORP | $13.0M | 0.97% | 508,608 | Hold |
| 11 | GRMN | GARMIN LTD | $11.1M | 0.83% | 48,000 | Hold |
| 12 | CEVA | CEVA INC | $8.3M | 0.62% | 446,377 | Hold |
| 13 | ARM | ARM HOLDINGS PLC | $3.0M | 0.23% | 20,000 | New |
| 14 | INTC | INTEL CORP | $1.0M | 0.08% | 23,010 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31